VUG
VANGUARD GROWTH INDEX FUND ETF SHARES
TREND FOLLOWING PERFORMANCE HISTORY
2026-04-29
Trading Style:
Strategy:
VUG Quality Metrics & KPI Summary
| Metric | 1Y | 5Y | 10Y | Full History | ||||
|---|---|---|---|---|---|---|---|---|
| Strategy | B&H | Strategy | B&H | Strategy | B&H | Strategy | B&H | |
| CAGR | 13.94% | 31.57% | 3.88% | 12.99% | 14.52% | 17.71% | 10.90% | 12.69% |
| Sharpe Ratio | 0.86 | 1.68 | 0.23 | 0.55 | 0.81 | 0.76 | 0.67 | 0.58 |
| Max Drawdown | -16.06% | -16.53% | -29.26% | -35.61% | -29.26% | -35.61% | -29.26% | -50.68% |
| % Time Invested | 93.7% | 100.0% | 70.2% | 100.0% | 80.2% | 100.0% | 81.5% | 100.0% |
| Trades / Year | 0.0 | 0.0 | 1.6 | 0.0 | 1.2 | 0.0 | 1.1 | 0.0 |
Trade History
| Entry Date | Exit Date | Type | Allocation | Entry Price | Exit Price | Net Return % | Exit Reason |
|---|---|---|---|---|---|---|---|
| 2026-04-22 | Open | Open | 100% | $82.21 | $82.68 | 0.57% | Mark-to-Market |
| 2026-03-30 | 2026-04-22 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2025-04-24 | 2026-03-30 | Completed | 100% | $60.12 | $71.01 | 18.11% | Stop |
| 2025-04-01 | 2025-04-24 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2024-08-28 | 2025-04-01 | Completed | 100% | $62.20 | $61.29 | -1.46% | Stop |
| 2024-08-06 | 2024-08-28 | Interest | 100% | $1.00 | $1.00 | 0.24% | Interest Income |
| 2023-12-05 | 2024-08-06 | Completed | 100% | $48.66 | $56.83 | 16.81% | Stop |
| 2023-11-10 | 2023-12-05 | Interest | 100% | $1.00 | $1.00 | 0.27% | Interest Income |
| 2023-11-07 | 2023-11-10 | Completed | 100% | $46.44 | $46.74 | 0.65% | Signal |
| 2023-09-08 | 2023-11-07 | Interest | 100% | $1.00 | $1.01 | 0.76% | Interest Income |
| 2023-09-06 | 2023-09-08 | Completed | 100% | $47.52 | $46.91 | -1.27% | Signal |
| 2023-01-20 | 2023-09-06 | Interest | 100% | $1.00 | $1.02 | 2.32% | Interest Income |
| 2023-01-18 | 2023-01-20 | Completed | 100% | $37.20 | $36.42 | -2.09% | Signal |
| 2022-09-23 | 2023-01-18 | Interest | 100% | $1.00 | $1.01 | 1.17% | Interest Income |
| 2022-05-24 | 2022-09-23 | Completed | 100% | $37.23 | $36.24 | -2.67% | Stop |
| 2022-05-02 | 2022-05-24 | Interest | 100% | $1.00 | $1.00 | 0.18% | Interest Income |
| 2022-02-16 | 2022-05-02 | Completed | 100% | $46.22 | $40.75 | -11.84% | Stop |
| 2022-01-25 | 2022-02-16 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2020-03-24 | 2022-01-25 | Completed | 100% | $23.27 | $45.01 | 93.45% | Stop |
| 2020-03-02 | 2020-03-24 | Interest | 100% | $1.00 | $1.00 | 0.06% | Interest Income |
| 2019-01-11 | 2020-03-02 | Completed | 100% | $22.13 | $28.53 | 28.92% | Stop |
| 2018-12-18 | 2019-01-11 | Interest | 100% | $1.00 | $1.00 | 0.17% | Interest Income |
| 2017-01-09 | 2018-12-18 | Completed | 100% | $17.71 | $21.80 | 23.08% | Stop |
| 2016-11-01 | 2017-01-09 | Interest | 100% | $1.00 | $1.00 | 0.42% | Interest Income |
| 2016-09-21 | 2016-11-01 | Completed | 100% | $17.17 | $16.92 | -1.46% | Signal |
| 2016-07-19 | 2016-09-21 | Interest | 100% | $1.00 | $1.00 | 0.28% | Interest Income |
| 2016-02-12 | 2016-07-19 | Completed | 100% | $14.46 | $17.05 | 17.87% | Signal |
| 2016-01-21 | 2016-02-12 | Interest | 100% | $1.00 | $1.00 | 0.12% | Interest Income |
| 2015-09-17 | 2016-01-21 | Completed | 100% | $15.98 | $14.80 | -7.36% | Stop |
| 2015-08-25 | 2015-09-17 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2011-08-31 | 2015-08-25 | Completed | 100% | $8.76 | $15.18 | 73.34% | Stop |
| 2011-08-09 | 2011-08-31 | Interest | 100% | $1.00 | $1.00 | 0.14% | Interest Income |
| 2010-06-01 | 2011-08-09 | Completed | 100% | $7.27 | $8.10 | 11.52% | Stop |
| 2010-05-07 | 2010-06-01 | Interest | 100% | $1.00 | $1.00 | 0.21% | Interest Income |
| 2010-03-09 | 2010-05-07 | Completed | 100% | $7.66 | $7.55 | -1.44% | Stop |
| 2009-11-13 | 2010-03-09 | Interest | 100% | $1.00 | $1.01 | 1.09% | Interest Income |
| 2009-11-11 | 2009-11-13 | Completed | 100% | $7.29 | $7.24 | -0.69% | Signal |
| 2009-09-18 | 2009-11-11 | Interest | 100% | $1.00 | $1.01 | 0.51% | Interest Income |
| 2009-09-15 | 2009-09-18 | Completed | 100% | $6.89 | $7.01 | 1.77% | Signal |
| 2009-07-28 | 2009-09-15 | Interest | 100% | $1.00 | $1.00 | 0.47% | Interest Income |
| 2009-07-22 | 2009-07-28 | Completed | 100% | $6.33 | $6.46 | 2.02% | Signal |
| 2008-09-12 | 2009-07-22 | Interest | 100% | $1.00 | $1.03 | 2.70% | Interest Income |
| 2008-02-14 | 2008-09-12 | Completed | 100% | $8.25 | $7.77 | -5.87% | Signal |
| 2008-01-23 | 2008-02-14 | Interest | 100% | $1.00 | $1.00 | 0.23% | Interest Income |
| 2006-01-25 | 2008-01-23 | Completed | 100% | $7.37 | $7.63 | 3.49% | Stop |
| 2006-01-23 | 2006-01-25 | Interest | 100% | $1.00 | $1.00 | 0.02% | Interest Income |
Return Distribution Analysis
